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Hartford Small Company Fund Class A: (MF: IHSAX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$18.10 USD
-0.28 (-1.52%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.58 | 32 |
| 3 months | -13.82 | 47 |
| 6 months | -8.40 | 35 |
| 1 Year | 1.62 | 28 |
| 3 Year | 1.49 | 78 |
| 5 Year | 7.11 | 83 |
| 10 Year | 6.41 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 179.35 |
| Bear Market (10/07 - 2/09) | -52.85 |
| Bull Market (2/09 - 3/21) | 546.34 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -10.02 |
| 5 Year | 9.46 |
| 10 Year | 5.60 |
| Since Inception | 8.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.84 | NA | NA | NA |
| 2024 | 6.91 | -2.63 | 7.86 | -0.83 |
| 2023 | 2.37 | 7.33 | -6.01 | 12.36 |
| 2022 | -12.86 | -23.97 | 0.06 | 3.59 |
| 2021 | 1.82 | 2.43 | -4.74 | 1.67 |
| 2020 | -24.18 | 38.04 | 12.81 | 30.30 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.58 | 11.33 | 16.04 | -31.33 | 1.01 | 53.86 | 36.40 | -4.35 | 25.08 | 1.81 | -8.41 |
| % Total Return Rel to Index | -4.67 | -13.68 | -10.20 | -13.13 | -27.66 | 35.46 | 4.91 | 0.03 | 3.29 | -10.12 | -9.80 |
| % Total Return Rel to Peer | 1.09 | -0.58 | -0.03 | -11.81 | -18.29 | 34.86 | 10.96 | 6.41 | 9.49 | -14.13 | -3.68 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 6.52 | 2.78 | 1.28 | 4.00 | 0.00 | 0.00 | 2.58 |
| Expense Ratio | 0.00 | 1.29 | 1.31 | 1.26 | 1.22 | 1.31 | 1.32 | 1.33 | 1.37 | 1.43 | 1.34 |
* 1 = Top 20%, 5 = Bottom 20%